About
Learn the personal finance lessons you wish you’d been taught in high school! In this engaging weekly podcast, we tackle essential money topics to help you take control of your finances. With three distinct perspectives — a seasoned accountant, a hobbyist investor, and a curious learner — we break down budgeting, investing, saving, and more in a way that’s practical, relatable, and fun. Whether you're just starting out or looking to refine your financial know-how, join us each week for expert tips, honest questions, and actionable advice to take control of your money.Sarah
Sarah was the co-founder and Head of Sales at Podsights, an analytics company acquired by Spotify in 2022. She performs stand-up comedy at LA venues like Flappers and The Comedy Store.
Despite her success, she buys her clothes at Target, overpays for a Kia, and blindly trusts a financial planner with all her money.
She's on a journey to become more conscientious of her spending and proactive with her investments so she doesn't get Mike Tyson'ed and Dane Cook'ed.
Dan
Dan is currently trading options while he takes a break from the technology industry. Previously, he held software engineering roles at dbt Labs, Spotify, and Podsights. Before that, he worked for over a decade in trading and investment operations.
When his income rose significantly in 2022, he pushed his savings rate to 40% instead of letting lifestyle creep put him in a headlock. He spends as much time in Excel as his IDE.
Dan enjoys helping friends, family, and strangers on the internet, better understand their finances.
Jon
Jon is an experienced accountant and tax professional with expertise in guiding both business owners and individuals through crucial financial decisions, with a focus on tax planning.
Bearded and tattooed, Jon looks more likely to own a motorcycle than an adding machine. He started with an after-hours side hustle before joining a small accounting firm. Jon has quickly gained recognition for his client-focused approach.
Fueled by caffeine and a genuine passion for helping others, Jon thrives on demystifying complex financial matters.